MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Quarter Est. Return
1 Year Est. Return
-9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.3M
3
+$1.53M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$425K

Top Sells

1
+$1.32M
2
+$604K
3
+$556K
4
INDA icon
iShares MSCI India ETF
INDA
+$551K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$547K

Sector Composition

1 Technology 13.17%
2 Industrials 8.16%
3 Communication Services 8.07%
4 Consumer Discretionary 7.45%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$246K 0.04%
7,544
-1,275
177
$243K 0.04%
+6,875
178
$239K 0.04%
4,040
179
$235K 0.04%
3,700
180
$233K 0.04%
+2,620
181
$232K 0.04%
+3,225
182
$229K 0.04%
1,650
-1,000
183
$223K 0.04%
2,500
184
$223K 0.04%
+1,931
185
$221K 0.03%
+275
186
$213K 0.03%
+2,200
187
$211K 0.03%
+3,692
188
$210K 0.03%
+2,115
189
$209K 0.03%
+4,875
190
$200K 0.03%
+2,610
191
$138K 0.02%
14,876
192
$122K 0.02%
22,700
193
$52K 0.01%
1,109,326
194
$44K 0.01%
12,300
-1,715
195
$18K ﹤0.01%
34
196
– –
-3,550
197
– –
-5,400
198
– –
-22,855
199
– –
-15,913
200
– –
-22,450
5 6 7
8
9